Ishares Tr Msci Usa Momentum Factor shares owned by Merit Financial Group
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 161k | 256.45 |
| 2025-06-30 | $30M | 126k | 240.32 |
| 2025-03-31 | $20M | 98k | 202.13 |
| 2024-12-31 | $6.8M | 33k | 206.92 |
| 2024-09-30 | $1.2M | 5.9k | 202.76 |
| 2024-03-31 | $1.6M | 8.6k | 180.09 |
| 2023-12-31 | $1.8M | 11k | 156.90 |
| 2023-09-30 | $1.9M | 14k | 139.70 |
| 2023-06-30 | $3.6M | 25k | 144.25 |
| 2023-03-31 | $5.6M | 40k | 139.04 |
| 2022-12-31 | $11M | 72k | 145.93 |
| 2022-09-30 | $7.4M | 56k | 131.17 |
| 2022-06-30 | $1.3M | 9.2k | 136.34 |
| 2022-03-31 | $825k | 4.9k | 168.20 |
| 2021-12-31 | $514k | 2.8k | 181.69 |
| 2021-09-30 | $497k | 2.8k | 175.68 |
| 2021-06-30 | $527k | 3.0k | 173.30 |
| 2021-03-31 | $440k | 2.7k | 160.94 |
| 2020-12-31 | $441k | 2.7k | 161.30 |
| 2020-09-30 | $403k | 2.7k | 147.40 |
| 2020-06-30 | $358k | 2.7k | 130.94 |
| 2020-03-31 | $604k | 5.7k | 106.41 |
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